So I have set up a pipeline for new opps and we work through them and eventually set one to “won”. At that point we clone and make a new card on our next pipeline to work with the client.
Well today I was trying to add a contact to the new card, and it autosuggested both the old “won” card and the active card. Worse in Gmail it only showed the first words, so I can’t tell which is which.
I would NEVER want to have the “won” card suggested once it’s cloned and moved. I figure I could delete these, but I rememeber there being a reason not to.
I really don’t want something suggested that is not active, can I remedy this? Am I making sense?
Thank you in advance